Liabilities / Assets
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
62nd percentile
Higher top officer pay than 62% of similar nonprofits.
Top officer pay equals 9.0% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
Balance Sheet
Assets
Up$92,724
Up $6,053 (+7.0%) from 2016
Net Assets
Up$92,724
Up $6,053 (+7.0%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Up$44,302
Up $2,855 (+6.9%) from 2016
Expenses
Up$38,249
Up $2,717 (+7.6%) from 2016
Net Income
Up$6,053
Up $138 (+2.3%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2016 to Aug 31, 2017
- Signed
- Dec 1, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $44,302
Mission and Program Overview
Mission
The primary exempt purpose is representing professionals in the south lyon school district in collective bargaining with that district. It also includes processing a few grievances per year. This process includes counseling to the member(s), filing the grievance, meeting with the administration and representing the member(s) in arbitration hearings as necessary. The organization also provides internal communications to the members through newsletters.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| REPRESENT 485 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SHERI BRAINARD | Grievance Ch | - | $4,000 | - | $4,000 |
| LISA WELCH | President | PT | $2,175 | - | $2,175 |
| DEAN GARRITY | Internal VP | - | $1,225 | - | $1,225 |
| HOLLY HARE | Treasurer/Me | PT | $900 | - | $900 |
| BROOKE ORTWINE | Treasurer | PT | $900 | - | $900 |
| CHERYL POZNIAK | External VP | - | $800 | - | $800 |
| RACHELLE KALBFLEISCH | Secreatary | - | $600 | - | $600 |
Filing and Contact Details
Filer
- Filer Name
- South Lyon Education Association
- EIN
- 38-2777046
- Phone
- 2485738400
- Address
- 2625 E OAKLEY PARK RD SUITE 200, COMMERCE TOWNSHIP, MI 48390
Signing Officer
- Name
- Brooke Ortwine
- Title
- Treasurer
- Phone
- 2485738400
- Signed
- 2017-12-01
Preparer
- Firm
- Jellison CPA Co
- Address
- PO BOX 555, HARTLAND, MI 48353-0555
- Preparer
- Carrie L Jellison CPA
- Phone
- 8109911761
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses conferences 4,377 stipends/dues payments 26,552 office expense 317 communication/pr 4,056 hospitality 964 other 1,066 total 37,332”
Form 990-ez, Part II, Line 24
“Accounts receivable 270 0 total 270 0”
Form 990-ez, Part III
“The primary exempt purpose is representing professionals in the south lyon school district in collective bargaining with that district. It also includes processing a few grievances per year. This process includes counseling to the member(s), filing the grievance, meeting with the administration and representing the member(s) in arbitration hearings as necessary. The organization also provides internal communications to the members through newsletters.”
Raw XML Appendix112 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BROOKE ORTWINE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2485738400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8435 WINTERS LANE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WHITMORE LAKE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 48189 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 86401 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 92724 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5534 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6053 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 917 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 86671 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 92724 |
| IRS990EZ/GrossReceiptsAmt | 0 | 44302 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 38768 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 86671 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 92724 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 86671 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 92724 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 2175 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 1225 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 4000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 900 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 600 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 900 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LISA WELCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DEAN GARRITY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CHERYL POZNIAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SHERI BRAINARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HOLLY HARE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | RACHELLE KALBFLEISCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BROOKE ORTWINE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | INTERNAL VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | EXTERNAL VP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | GRIEVANCE CH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER/ME |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECREATARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 270 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 37332 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PRIMARY EXEMPT PURPOSE IS REPRESENTING PROFESSIONALS IN THE SOUTH LYON SCHOOL DISTRICT IN COLLECTIVE BARGAINING WITH THAT DISTRICT. IT ALSO INCLUDES PROCESSING A FEW GRIEVANCES PER YEAR. THIS PROCESS INCLUDES COUNSELING TO THE MEMBER(S), FILING THE GRIEVANCE, MEETING WITH THE ADMINISTRATION AND REPRESENTING THE MEMBER(S) IN ARBITRATION HEARINGS AS NECESSARY. THE ORGANIZATION ALSO PROVIDES INTERNAL COMMUNICATIONS TO THE MEMBERS THROUGH NEWSLETTERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | REPRESENT 485 PROFESSIONALS. DUTIES INCLUDE RATIFING CONTRACTS, HANDLING GRIEVANCES AND PUBLIC COMMUNITY OUTREACH. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 38249 |
| IRS990EZ/TotalRevenueAmt | 0 | 44302 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES CONFERENCES 4,377 STIPENDS/DUES PAYMENTS 26,552 OFFICE EXPENSE 317 COMMUNICATION/PR 4,056 HOSPITALITY 964 OTHER 1,066 TOTAL 37,332 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 270 0 TOTAL 270 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PRIMARY EXEMPT PURPOSE IS REPRESENTING PROFESSIONALS IN THE SOUTH LYON SCHOOL DISTRICT IN COLLECTIVE BARGAINING WITH THAT DISTRICT. IT ALSO INCLUDES PROCESSING A FEW GRIEVANCES PER YEAR. THIS PROCESS INCLUDES COUNSELING TO THE MEMBER(S), FILING THE GRIEVANCE, MEETING WITH THE ADMINISTRATION AND REPRESENTING THE MEMBER(S) IN ARBITRATION HEARINGS AS NECESSARY. THE ORGANIZATION ALSO PROVIDES INTERNAL COMMUNICATIONS TO THE MEMBERS THROUGH NEWSLETTERS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BROOKE ORTWINE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2485738400 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-12-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTH LYON EDUCATION ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 382777046 |
| ReturnHeader/Filer/PhoneNum | 0 | 2485738400 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2625 E OAKLEY PARK RD SUITE 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | COMMERCE TOWNSHIP |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 48390 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | FDA9094A087C8AB8671E7058F146DDB45132BE14 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | FDA9094A087C8AB8671E7058F146DDB45132BE14 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 204066857 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JELLISON CPA CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 555 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HARTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 483530555 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8109911761 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-12-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CARRIE L JELLISON CPA |
| ReturnHeader/ReturnTs | 0 | 2017-12-15T10:37:23-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-08-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $92,724
- Liabilities
- $0
- Net assets
- $92,724
- Revenue
- $44,302
- Expenses
- $38,249
- Net income
- $6,053